Last Updated: November 6, 2025

Rory is an Investment Manager in the Edinburgh office managing portfolios for private clients, trusts, pensions and charities alongside Iain Currie and Clare Gunn. He joined Rathbones in January 2023 having spent almost 5 years as an Associate Director at 7IM, formerly TCAM, in Edinburgh. Rory is a Chartered Member of the Chartered Institute of Securities and Investment and is a Chartered Wealth Manager.

Last Updated: September 30, 2025

We’re vigilant about threats to companies we invest in, whether from competitors or from within.

• Weekly Digest

Last Updated: January 13, 2026

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Last Updated: October 1, 2025

Last Updated: October 1, 2025

James joined Rathbones in September 2025, bringing with him two decades of experience from Cazenove Capital. He is a Chartered Fellow of the Chartered Institute for Securities & Investment (CISI), where he has also served as an external specialist. With a strong focus on Structured Products, James previously led the proposition at Cazenove Capital and now contributes his expertise as a member of the Structured Product Committee at Rathbones. He primarily works with Private Clients and their Financial Advisors.

Last Updated: January 29, 2026

It’s been one miserable tiding after another for the UK this year. Yet Rathbone UK Opportunities Fund manager Alexandra Jackson notes the FTSE All-Share has shrugged off the malaise to post one of its best starts to the year in three decades.

• In The Know Blog

Last Updated: October 14, 2025

Head of multi-asset investments David Coombs’s Nan Connie was so sceptical of debt it made her wax lyrical. Her old advice prompts him to wonder if a tempest is building in debt markets or if it’s all just Shakespearean melodrama.

• In The Know Blog

Last Updated: December 1, 2025

Tax-free pension cash faces scrutiny ahead of the Budget – explore what might be changing and how advisers can help clients stay retirement-ready.

• Pre-Autumn Budget 2025

Last Updated: October 9, 2025

All charities should be examining how they can harness the opportunities presented by AI, while remaining alive to the risks, Andrew Maxwell and Simon Lapthorne tell Ian Allsop from Civil Society Media.

• Charities
• Insights For Charity

Last Updated: December 22, 2025

We were delighted to be joined by Laura Tenison MBE, founder of the iconic children's and maternity wear brand, Jojo Maman Bébé. Laura takes us behind the scenes of building one of the UK’s most successful independent mother and baby brands, sharing the triumphs, challenges, and the pivotal moments that shaped her journey.
During this candid conversation with our Investment Director, Rebecca Tunstall, Laura opens up about the difficult decision to step away from the business and how her need to simply learn to breathe again inspired her next venture, Wonderful Escapes.

• Inspired Sounds Podcast

Last Updated: October 2, 2025

Zane is a Business Development Director specialising in relationship management and strategic growth support for Financial Advisers. With a strong focus on helping professional advisers deliver positive outcomes for their clients, Zane works closely with them to understand their business models, client engagement strategies, and long-term goals. He provides tailored wealth and banking solutions designed to meet specific client needs, and ensures advisers receive a consistently high level of service.

Last Updated: October 3, 2025

Sophie joined Rathbones in March 2025 and predominantly supports Ian Tansley and Cristian Lane Davies to ensure the smooth running of their client accounts.
Prior to joining Rathbones, Sophie graduated from Bristol University in 2022 and has since worked in the legal industry. She is currently studying towards the CISI Investment Advice Diploma.